Banking and Financial Services

Banks and financial institutions today are continually facing challenges of various forms and degrees. Customer acquisition and retention, regulatory pressures, pricing pressures, tighter credit markets, global markets and the need to deliver profits quarter after quarter, are some of the challenges banks and financial institutions are facing. Couple this with the demand to keep costs under control, maintain growth via factors like productivity, information availability, product and service differentiation and new investment products. UML’s Banking and Financial Services consultants have partnered with banks and financial institutions nationwide to achieve their tactical and strategic objectives. By partnering with UML you gain access to technology and functional experts who specialize in:

Asset & Wealth Management

Benefit from a full spectrum of application development, maintenance, business process outsourcing and consulting services - as well as our global delivery expertise, from front office to back office.

Hedge Funds and Alternative Investments

Institutional Asset Management

Mutual Funds

Private Wealth Management

Separately Managed Accounts

Front Office

Advisory Services

Client Servicing

Portfolio Management

Program Strategies

Sales and Marketing

Trade Order Management

Middle Office

Compliance

Performance Measurement

Risk Management

Back Office

Investment, Fund and Partnership accounting

Reconciliation

Trade Operations

Cards and Payments

With the rapid rise in credit card defaults, you need to limit your exposure. Our solutions help monitor and reduce risk, so you can focus on targeting, acquiring and retaining the most credit-worthy customers.

Investment Banking and Brokerage

Our specialists can help you create business processes that scale up or down as needed to meet your investment banking and brokerage goals - while reducing your costs, as well.

Securities Services

Let us manage and maximize your IT assets. Our industry experts support the back offices of numerous asset management and brokerage firms, prime brokers, depository organizations and bank treasuries.

Consumer Lending

Many firms are going 'back to basics' and focusing on core deposits and asset gathering, yet the pressure to grow lending increases. Leverage our experts can help you manage the risk and costs of acquiring and developing the right customers.

Governance, Risk & Compliance

Count on UML experts to help support successful credit, operational and market risk management applications.